See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $7,987 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,808 | $74,706-69.5% | $75,696-69.9% | $79,386-71.3% |
| Participation rate | 99.2% | 75.3%+23.8pp | 74.8%+24.4pp | 70.7%+28.5pp |
| Annual return | 11.26% | 18.52%-7.3pp | 104.53%-93.3pp | 116.85%-105.6pp |
| Employer contribution / active EE | $2,213 | $2,590-14.5% | $2,743-19.3% | $2,427-8.8% |
| Participant deferral / active EE | $5,238 | $3,533+48.2% | $3,821+37.1% | $4,046+29.5% |
| Admin fee / account holder | $24 | $374-93.5% | $3,619-99.3% | $626-96.1% |